Feathery Tops $2B in Quarterly Advisor Transition Volume
July 1, 20266 min
Time-tested platform further expands footprint by enabling quick and easy onboarding for RIAs, broker-dealers
Arca Raises $64M to Scale Wealth Management
June 29, 20269 min
Breakthrough wealth management company emerges from stealth with a model built around the advisor-client relationship, supported by purpose-built AI infrastructure
The 7 Types of Fintech Everyone Should Know About in 2026
June 29, 202616 min
Uncover the 7 essential types of fintech shaping 2026. See how these financial technology innovations are transforming global business and commerce.
Atomic Insights Adds Payment Execution to Schwab Platform
June 26, 20264 min
Direct integration enables ACH execution from Atomic into Schwab, with wires, checks, and journals to follow
From Asset Allocation to Global Payments, MSX Advances the Real-World Adoption of Digital Assets
DeepVest Launches Firm-Level Governance Framework
June 15, 20265 min
New governance layer enables CIOs and investment committees to define, monitor and audit AI agent behavior across investment processes
Toronto-based investment management firm deploys d1g1t for portfolio management, reporting, trading, rebalancing, and client engagement
CAIS Unveils Lineup for Its Fifth Annual Industry Summit
June 4, 20269 min
The marquee event at the intersection of alternative investments and independent wealth returns to Beverly Hills
Seasoned wealth management executive brings three decades of investment, platform, and enterprise strategy experience
BitGo Holdings, Inc., the digital asset infrastructure company, today introduced a modular bank-ready operating model designed to help financial institutions evaluate, launch, and scale digital asset capabilities within an established legal, compliance, risk, and operational framework. The modular model brings together custodial wallets, trading, settlement, staking, stablecoins, wealth management, licensing and API infrastructure in a modular offering built for a wide range of institutional use cases. Financial institutions increasingly face pressure to engage with digital...